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Jim Simons

Jim Simons Renaissance Technologies

AUM $72.6B
1-Year Est. Return 54.88%
 

Jim Simons is the founder of Renaissance Technologies, one of the most successful quantitative hedge funds in the world. Before his career in finance, he served as a mathematics professor and made significant contributions to differential geometry. Simons applied his analytical expertise to develop sophisticated, algorithm-driven trading strategies, earning consistently high returns for investors.

This Fund
S&P 500
This Quarter Est. Return
-4.35%
1 Year Est. Return
+54.88%
3 Year Est. Return
+169.34%
5 Year Est. Return
+186.18%
10 Year Est. Return
+887.93%
AUM
$70.7B
AUM Growth
-$13.8B
Cap. Flow
-$8.71B
Cap. Flow %
-12.32%
Top 10 Hldgs %
10.57%
Holding
4,619
New
441
Increased
1,316
Reduced
2,164
Closed
637

Top Buys

Rank Stock Value
1
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$578M
2
MU icon
Micron Technology
MU
+$433M
3
AMD icon
Advanced Micro Devices
AMD
+$404M
4
AMZN icon
Amazon
AMZN
+$398M
5
ACN icon
Accenture
ACN
+$358M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$777M
2
META icon
Meta Platforms (Facebook)
META
+$752M
3
TSLA icon
Tesla
TSLA
+$627M
4
CVX icon
Chevron
CVX
+$528M
5
SHOP icon
Shopify
SHOP
+$439M

Sector Composition

Rank Sector Weight
1 Healthcare 19.4%
2 Technology 18.51%
3 Consumer Staples 10.15%
4 Consumer Discretionary 9.67%
5 Financials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDIS icon
4126
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
– –
-9,100
Closed -$536K
FDL icon
4127
First Trust Morningstar Dividend Leaders Index Fund
FDL
$7.98B
– –
-52,300
Closed -$1.84M
FFBC icon
4128
First Financial Bancorp
FFBC
$3.6B
– –
-70,237
Closed -$1.36M
FHI icon
4129
Federated Hermes
FHI
$4.74B
– –
-31,100
Closed -$989K
FICO icon
4130
Fair Isaac
FICO
$24B
– –
-2,800
Closed -$1.12M
FIVE icon
4131
Five Below
FIVE
$13.4B
– –
-436,300
Closed -$49.5M
FIXD icon
4132
First Trust Smith Opportunistic Fixed Income ETF
FIXD
$3.24B
– –
-46,539
Closed -$2.16M
FL
4133
DELISTED
Foot Locker
FL
– –
-47,000
Closed -$1.19M
FLR icon
4134
Fluor
FLR
$7B
– –
-146,200
Closed -$3.56M
FLYW icon
4135
Flywire
FLYW
$2.22B
– –
-32,200
Closed -$568K
FMB icon
4136
First Trust Managed Municipal ETF
FMB
$2.07B
– –
-46,020
Closed -$2.33M
FMS icon
4137
Fresenius Medical Care
FMS
$12.6B
– –
-147,000
Closed -$3.67M
FPI
4138
Farmland Partners
FPI
$425M
– –
-164,600
Closed -$2.27M
FPH icon
4139
Five Point Holdings
FPH
$372M
– –
-137,402
Closed -$537K
FPX icon
4140
First Trust US Equity Opportunities ETF
FPX
$1.55B
– –
-7,500
Closed -$616K
FR icon
4141
First Industrial Realty Trust
FR
$8.4B
– –
-226,400
Closed -$10.7M
FRAF icon
4142
Franklin Financial Services
FRAF
$289M
– –
-8,200
Closed -$247K
FRME icon
4143
First Merchants
FRME
$2.72B
– –
-7,893
Closed -$281K
FSS icon
4144
Federal Signal
FSS
$7.51B
– –
-10,600
Closed -$377K
FTCS icon
4145
First Trust Capital Strength ETF
FTCS
$8.02B
– –
-11,400
Closed -$797K
FTXN icon
4146
First Trust Nasdaq Oil & Gas ETF
FTXN
$164M
– –
-29,200
Closed -$684K
FULC icon
4147
Fulcrum Therapeutics
FULC
$283M
– –
-68,000
Closed -$333K
FV icon
4148
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
– –
-19,900
Closed -$824K
FWONK icon
4149
Liberty Media Series C
FWONK
$26B
– –
-17,273
Closed -$1.06M
FXD icon
4150
First Trust Consumer Discretionary AlphaDEX Fund
FXD
$273M
– –
-12,100
Closed -$541K
164 165
166
167 168

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Jim Simons's Q3 2022 Portfolio in Review

As of Q3 2022, Jim Simons held 4,619 positions worth $70.7B, down 16% from $84.5B the previous quarter. Its ten largest holdings account for 11% of the portfolio.

Jim Simons withdrew a net $8.71B in Q3 2022, closing 637 positions and reducing 2,164 holdings. Its most notable exit was Shopify, an estimated $439M position sold in full.

By sector, the portfolio is most concentrated in Healthcare at 19% of assets, down from 19% a quarter earlier, followed by Technology and Consumer Staples.

Against the trend, Jim Simons opened a new position in Alphabet (Google) Class A worth $498M.

  • Jim Simons's largest Q3 2022 buy was Alphabet (Google) Class A: 5,208,460 shares worth $498M.
  • Jim Simons added most to Advanced Micro Devices in Q3 2022, an estimated $404M increase.
  • Jim Simons's biggest Q3 2022 reduction was Apple, cutting an estimated $777M.
  • Jim Simons fully exited Shopify in Q3 2022, selling an estimated $439M.
  • Jim Simons's ten largest holdings make up 11% of its $70.7B portfolio in Q3 2022.
  • Jim Simons opened 441 new positions and closed 637 in Q3 2022.
  • Jim Simons's portfolio value fell 16% quarter-over-quarter to $70.7B.

Based on Renaissance Technologies's 13F filing for Q3 2022, filed 14 Nov 2022.